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Lesson 21 - Dashboard creation and configuration

Dashboards allow you to add previously added custom reports and pre-defined widgets with the most critical alerts and information that you would like to track in one place. Create, configure, track and optimize.

Table of Contents:

Dashboard widgets

There are two types of widgets you can add to your Dashboard:

  • pre-configured widgets,
  • custom reports created by you or your teammates (can be prepared in the Custom Reports section - for more information see Custom Reports)

Each report can be enlarged / reduced, as well as placed in a suitable place on the dashboard.

Below you can see an example:

mceclip0.png

configure_dashboard_explanation.2png.png

Legend:

A - dashboard name. You can quickly switch between different dashboards,

B - add new dashboard button,

C - edit current dashboard name,

D - delete current dashboard,

E - add new widget / report,

F - close editing mode,

G - change widget / report position thanks to drag & drop option,

H - change size of the widget / report,

I - change the widget / report name.

 

Dashboard widgets are pre-defined widgets that can be easily adjusted to your needs. For now, you can create the following widgets:

  • People list - it allows you to show filtered people, e.g., backend team with a 70% utilization level and above,
  • Requested time offs - list the requested time-offs, so you can easily accept or reject them,
  • Clock - you can choose which time zone you should see,
  • Custom reports - based on the reports you created in the custom reports section.

How to create your dashboard?

  1. Go to the Dashboard
  2. Click the Manage dashboard button
  3. Create new dashboard

dashboard_main.gif

Remember! You can add more than one dashboard. 

How to add and configure widgets / reports?

  1. Choose interesting Dashboard
  2. Click the Manage dashboard button
  3. Click the Add widget button
  4. Choose widget/report that should be added to the dashboard
  5. Configure report / widget
  6. Adjust the size and place it where you want

adding_report.gif

Related articles

How to create custom dashboards based on the data from the system? [video]

I would like to be able to create custom dashboards based on the data from the system

 

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